Refer & Earn

With discounts available for you and anyone you refer, Atlas Point’s Refer & Earn program makes it worthwhile to share your experience with friends and colleagues. 

Your next year could be on us!
Here's how it works.

Share with your friends

Complete the form to refer a friend to Atlas Point. You can even add a personal note about how the Atlas Point system has helped you to accelerate relationships or easily apply complex behavioral finance theory.

Your friends receive 10% off

Each person that you refer will receive a code for 10% off an Atlas Point Beacon or Navigator package.

earn 20% off your next year

To thank you for spreading the word, we’ll give you 20% off of your own renewal for each new client* that you refer to us. That means that if you refer five (5) people who all sign up, your next year is on us!

Frequently Asked Questions

Your discount will appear as an invoice credit in your account within 30 days of when your referral signs up.  It will be applied to your next invoice automatically.

Any current Atlas Point client subscribed to an annual plan is eligible to refer a friend.

A “referral” is considered a NEW Atlas Point client that subscribes a Beacon or Navigator package.

Your friend or colleague will receive a special discount code via email.  They will use this code at checkout to receive their 10% discount.

No! If you refer up to five friends, then your account will be credited for the equivalent of an entire year’s subscription (5 x 20% = 100% OFF!).  You can repeat this process every year.

We are still in the process of determining the right benefit for those that refer more than 5 people.  If you have any ideas, we would love to hear from you!